Filed July 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630,290 | $215,361+192.7% | $171,082+268.4% | $273,961+130.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.63% | 25.14%-17.5pp | 32.56%-24.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $27,267 | $4,967+449.0% | $4,002+581.3% | $4,869+460.0% |
| Participant deferral / active EE | $17,771 | $5,543+220.6% | $4,797+270.4% | $5,287+236.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |